(School) Manage Documents

School Administrator- Manage Documents

Manage Documents allows you to manage and upload documents to your school or classes within your cohorts. When a document is associated with classes, your students can view the details for their classes in the documents tab, where the file will appear. Documents added to the school will also be available in the Documents tab when instructors create events (Labs or Opportunities). 

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To locate this feature, click the Options tab in the red toolbar and select Manage Documents. 

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Contents: 

A. Adding Documents

B. Documents Data Table

 

 

 

A. Adding Documents: 

1. Begin by clicking the + Add New Document button on the upper right of the page to add a new document to the class.  

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2. Choose the class, title, give a description, and attach the file. 

  • Select a class (optional): Choose the class with which the document should be associated. This will make the document appear in the documents tab of the student's Class Details. 
  • Document Title: The name under which the file will appear. This will override the name the file is saved under on your device. 
  • Document Description: (Optional) A brief summary of what the document is intended for. 
  • Document File: Click to select the file from your device that you want to upload. 

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3. Click Save Document once you are finished. 

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Note: If you want a document to be associated with multiple classes, you must add it to each class for which it will appear individually.  

 



 

B. Documents Data Table:

On the Manage Documents page, you will see the documents associated with your school. 

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Document Search: You can search for documents by entering their file name or description and clicking Search

Configure Grid Options: (Sun-shaped button next to Search) This button allows you to control the columns in the grid below. 

  • Info: To learn more about how to use this button, click here. 

Export: (Rain Cloud button next to Search) Click to select the document type you would like to export the grid below into: PDF, XLS, XLSX, RTF, or CSV. 

 

 

Actions: 

Download: Click this button to download the file.  

Delete: Removes the document from the school.  

  • Note: The delete option will only be available for documents without associated data. 

 

 

 

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